Tim Nash brings over two decades of experience in the financial services industry, specializing in investment product design, marketing strategy development, asset growth, and revenue generation for financial firms. Tim joined Evergreen Wealth in 2025 after spending more than five years with J.P. Morgan Private Bank.

A Naples resident since 2010, Tim primarily serves retirees and active business owners. His entrepreneurial background, including holding two U.S. Utility Patents, uniquely positions him to understand and support the needs of business owners.

Tim earned a Bachelor of Science degree in Consumer and Family Economics from the University of Missouri-Columbia and holds the Chartered Alternative Investment Analyst (CAIA®) designation.

He lives in Naples with his wife Emily, a civil engineer and graduate of Georgia Tech, their son James, and their two dogs, Bonnie and Luna. Outside of work, Tim enjoys golfing, fishing, hunting, and spending time outdoors with his family.